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State Street SPDR Portfolio S&P 500 Value ETF

1,003 hedge funds and large institutions have $21.7B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 447 increasing their positions, 339 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
170
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
751
Kestra Investment Management
Texas
$329K
CA
752
Clearstead Advisors
Ohio
$329K
BP
753
Ballentine Partners
Massachusetts
$324K
SCTC
754
Sanibel Captiva Trust Company
Florida
$324K
OSNBOA
755
Old Second National Bank of Aurora
Illinois
$322K
CA
756
Claro Advisors
Massachusetts
$322K
HCM
757
Hengehold Capital Management
Ohio
$319K
LC
758
LCNB Corp
Ohio
$319K
GM
759
GeoWealth Management
Illinois
$318K
KCFA
760
Key Client Fiduciary Advisors
New Jersey
$318K
CIA
761
Cape Investment Advisory
Georgia
$314K
BI
762
Berkeley Inc
Idaho
$312K
CFP
763
Catalyst Financial Partners
Massachusetts
$311K
IC
764
IEQ Capital
California
$306K
FWM
765
Focused Wealth Management
New York
$306K
FG
766
Fiduciary Group
Georgia
$304K
SWA
767
Sax Wealth Advisors
New Jersey
$303K
ESB
768
Essex Savings Bank
Connecticut
$302K
SWIM
769
Smallwood Wealth Investment Management
New Jersey
$301K
PIA
770
Pinion Investment Advisors
Kansas
$300K
GA
771
GoalVest Advisory
New York
$299K
HFO
772
Heritage Family Offices
Arizona
$297K
FCT
773
First Community Trust
Iowa
$296K
WMWM
774
Wilkins Miller Wealth Management
Alabama
$296K
RFA
775
Reyes Financial Architecture
California
$293K